# Havtech Investments LLC 401(k) Plan
Source: https://planprovider.pro/companies/havtech-investments-llc-401k-plan

> Havtech Investments LLC's 401(k) plan: 500 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Havtech Investments LLC

- **Sponsor EIN:** 814236511

- **Sponsor Address:** 9505 BERGER RD., COLUMBIA, MD, 21046

- **Plan Type:** 401(k)

- **Total Participants:** 500

- **Total Assets:** $52.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|500|$52.8M|$1.5M|$3.5M|

| 2023|420|$35.5M|$1.4M|$3.1M|

| 2022|400|$27.2M|$1.1M|$2.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADP, INC.|RECORD KEEPER|$72,860|—|$72,860|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,860

- **Estimated Expense Ratio:** 0.138% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$72,860|—|—|—|—|

| 2023|$71,411|—|—|—|—|

| 2022|$64,973|—|—|—|—|

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